Agency Sales Coordinator

Combined, a Chubb Company; City of Plattsburgh (NY); On-site; USD 50,000 - 90,000; Part time

Job summary

A leading insurance provider is seeking an Agency Coordinator in Plattsburgh, NY, responsible for prospecting new customers and supporting independent agents. The ideal candidate must have a Life, Accident, and Health license and demonstrate strong sales and customer relationship skills. This mid-senior level position requires effective communication and goal-oriented mindset to meet sales objectives. Join us to build your own independent agency while achieving personal and team sales goals.

Qualifications

• Obtaining a Life, Accident and Health license is required prior to being appointed.

Responsibilities

• Generate new customers and sales through field prospecting.
• Build customer relationships and respond to needs.
• Conduct sales presentations consistent with customer needs.
• Conduct sales presentations consistent with new customer needs and assessment approach.
• Agent field training and support: field train and accompany all assigned independent agents; support in developing understanding of the sales process; mentor and coach established agents.

Skills

Sales skills

Customer relationship management

Effective communication

Entrepreneurial spirit

Goal oriented

Education

Life, Accident and Health license

Job description

Agency Coordinator (AC)

The Agency Coordinator (AC) is primarily responsible for prospecting new customers independently and meeting with current customers to sell insurance products within a specific geographic area and to support the delivery of sales objectives for the assigned area.

The AC is also responsible for helping in the identification and appointment of new independent agents assigned to support and accompany them in sales calls, support in the presentations and setting up the business along with them.

Responsibilities

• Generate new customers and sales through field prospecting, referrals, leads, target marketing and current combined policyholders.
• Build customer relationships and respond to customer needs and concerns.
• Meet a minimum of 75% of personal production for the year as an agent and meet sales standards set by the agency to remain affiliated.

Conduct sales presentations consistent with new customer needs and assessment approach:

• Has knowledge of company products.
• Can efficiently present company sales materials.
• Can effectively demonstrate the company's sales process.
• Service customer service calls or refer to appropriate channel.

Agent field training and support:

• Field train and accompany all assigned independent agents as needed and requested.
• Support each new agent to develop a solid understanding and foundation of the sales process.
• Support agents in assignment planning/appointment setting, as needed by agent.
• Mentor and coach established agents by conducting field training or accompanying them during sales visits.
• Promptly report any operation issues in setting up a new piece of business.

Entrepreneurship and sales execution:

• Entrepreneurial spirit to build their own independent agency.
• Execute the sales system: ability to meet or exceed assigned sales goals consistently.
• Effective communication: professional verbal and written communication skills, affinity to the value of personal brand.
• Goal setting: demonstrate personal initiative and goal oriented.

Qualifications

• Obtaining a Life, Accident and Health license is required prior to being appointed.

Seniority Level

Mid-Senior level

Employment Type

Contract

Job Function

Sales and Business Development

Industry

Insurance

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